Charton Documentation

Everything you need to build, test, and automate your trading strategies.

Charton is a technology platform, not a broker-dealer or investment adviser, and does not provide investment advice. Trading involves substantial risk of loss. Backtested and hypothetical results are not indicative of future performance. You are solely responsible for your trading decisions. Terms / Risk Disclosure

Common path

Platform features

Quick start

Charton is a single environment for building, testing, and running automated trading strategies. You don't need a separate charting platform, a separate broker dashboard, or a third-party automation tool.

Connect a broker

Charton connects to broker accounts using two methods: API key or OAuth 2.0. Both are one-time setups.

Before connecting to a live account, you can test everything using Charton's built-in demo portfolios, available on all plans.

Strategy Architect — Overview

The Strategy Architect is where you turn a trading idea into a structured, testable strategy through a chat interface. There are three ways to start a build: describe research criteria, describe specific logic, or upload an image. After a build, Charton can surface up to five historical parameter variations for your review.

Criteria-based building

You describe research criteria: “Compare historical gold strategy candidates with a defined drawdown limit.”

The system scans combinations across more than 150 technical tools and returns historical candidates that match your criteria. You get a hypothetical backtest summary in the chat, and the full strategy with chart visualization in the Workspace.

Knowledge-based building

You describe a specific setup: “Build a strategy based on order blocks inside the London session, 1:1 risk/reward, stop below the order block.”

If the logic is supported in the system, the Architect structures the rules, tests them, and returns results. You can refine any parameter through follow-up messages in the same chat.

Image-based building

Upload a screenshot of a chart or a hand-drawn sketch of a setup. The system reads the image, converts it into structured trading logic, and builds a testable strategy from it automatically. Useful when you have a visual concept that is difficult to describe in words.

Strategy variations

After a strategy build, Charton can generate up to five alternative parameter sets using historical data. Each variation includes historical diagnostics such as win rate, drawdown, or profit factor.

The system also flags signs of overfitting — if the strategy has too many conditions, unusually clean results, or parameters that are suspiciously precise. Variations are not recommendations; you decide what to test or apply.

Backtesting Engine — Overview

After a strategy is built in the chat, you get a hypothetical historical summary: win rate, total trades, net P&L. For the full picture, the strategy moves to the Workspace — where every entry and exit appears directly on the chart, alongside the complete performance report. Any change made through the chat updates the backtest in real time.

Tick-level data

The backtesting engine processes every price movement — not just candle opens and closes. Intra-candle stop triggers and take profits are evaluated correctly, which candle-based engines cannot do. Results are substantially more accurate than standard OHLC backtests, particularly for strategies with tight stops or short timeframes.

Commissions & slippage

You can add commissions and slippage before running a backtest. Both are applied to every simulated trade, ensuring results reflect real execution conditions. A strategy that looks profitable before costs is not necessarily profitable after them.

Performance report

The report covers four categories:

What is an agent

An agent is the entity that connects your strategies to a broker account and transmits authorized orders according to the mode you configure. One agent corresponds to one broker account. You can assign multiple strategies to a single agent. The agent monitors the market continuously, applies all risk rules, and transmits orders or alerts based on the execution mode you've set.

Create & launch

Creating an agent takes three steps: create the agent, connect it to a broker account, and assign the strategies you want it to follow. Once launched, the agent runs continuously according to your configured mode.

You can pause a strategy without stopping the entire agent. You can also add or remove strategies from a running agent at any time.

Demo vs live

Before going live, you have two options: Charton's built-in demo portfolios (available on all plans) or your broker's own demo account. Demo portfolios simulate order execution against live market data. Many users review a new strategy in demo mode before connecting to a funded account.

Execution modes

Strategy-level limits

Settings that apply per strategy and control individual trade behavior:

• Stop loss — required on every trade, no exceptions
• Take profit — fixed or dynamic target
• Risk per trade — as a percentage of account balance or a fixed amount
• Maximum simultaneous positions — cap on open trades for this strategy
• Session filter — restrict the strategy to specific market hours
• Max consecutive losses — pause or alert after N losses in a row when configured
• Trailing stop — follow price movement and lock in profits
• Break-even rule — move stop to entry price once a profit threshold is reached

Agent-level limits

Settings that apply across all strategies on the same account. When a configured threshold is detected, the agent can pause activity or notify you according to the mode you selected:

• Maximum daily loss — new entries can be paused until the next day
• Maximum total drawdown — agent activity can be paused until manually reviewed
• Maximum total open positions — cap across all strategies combined
• Maximum trades per day — limits total daily execution volume

Prop firm setup

Example configuration for a standard FTMO-style $100,000 account (5% daily loss limit, 10% total drawdown limit):

All risk settings are optional — Charton enforces nothing by default. Read your firm's terms carefully and configure accordingly.

Alert types

Delivery channels

Alerts are delivered via email and through the Charton web app. Mobile push notifications are not currently available. In semi-automatic mode, every alert includes a direct link to the approval page.

Supported brokers

Charton supports broker connections across all major asset classes.

API key connection

Log in to your broker platform and navigate to the developer or API settings section. Generate a new API key with trading permissions enabled. Paste it into Charton's broker connection screen. The key is stored encrypted and never exposed after the initial entry. To revoke access, delete the key from your broker settings.

OAuth connection

Click “Connect via OAuth” on the broker connection screen. You'll be redirected to your broker authorization page. Log in and approve the requested permissions. Charton receives a scoped access token that is refreshed automatically. To revoke access, disconnect from either Charton's settings or your broker connected applications page.